异动解读 | 德克斯户外盘前大跌11.07%,销售预期不及预期及关税影响引发担忧

异动解读
Oct 24

德克斯户外公司(Deckers Outdoor Corporation,股票代码:DECK)周五盘前大跌11.07%,延续了周四夜盘的跌势。此次股价下跌主要源于公司发布的2026财年销售预测低于华尔街分析师预期,以及对关税影响的担忧。

根据公司最新财务预测,德克斯户外预计2026财年全年销售额约为53.5亿美元,低于分析师普遍预期的54.5亿美元。这一低于预期的销售预测引发了投资者对公司未来业绩的担忧。公司还预计全年每股收益在6.30美元至6.39美元之间,略高于市场预期的6.32美元。

公司高管在财报电话会议中表示,预计下半财年将面临关税影响的挑战。他们认为,由于美国国内将感受到关税和价格上涨的影响,消费者可能会变得更加谨慎。德克斯户外目前预计关税影响约为1.5亿美元,低于之前预期的1.85亿美元。公司计划通过战略性涨价和与工厂合作伙伴分担成本来缓解约一半的这些费用。这些因素综合导致了投资者信心的下降,从而引发了股价的大幅下跌。

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